Senior Manager, Bequest & Estates (Hybrid)

Aspcapro; New York (NY); Hybrid; USD 108,000 - 113,000; Full time

Benefits offered by this job

Health coverage

Flexible time off

401(k) with match

Job summary

The ASPCA is seeking a Senior Manager, Trusts & Estates, to oversee bequest administration, interact with attorneys and fiduciaries, and lead a three-person team. This role reports to the Senior Director, Trusts & Estates, and operates in a hybrid model with NYC on-site requirements.

Responsibilities include reviewing bequest correspondence, open new estate files, and ensuring accurate revenue recording for reporting to Planned Giving and Finance.

Qualifications

• Proficiency with Microsoft Office, including Word and Excel required.
• Comfort and experience with learning new applications and software programs on a regular basis, including the ability to learn donor software, required.
• Ability to use and run reports on internal bequest database.
• Ability to present information clearly in oral and written form.
• Self-starter with motivation to manage a busy workload and identify ways to improve efficiency throughout the team.
• Strong organizational skills, with the ability to manage multiple tasks.
• Strong attention to detail.
• Excellent judgment and discretion, especially regarding sensitive and confidential matters.
• Ability to self-motivate and work independently as well as work collaboratively with all levels of staff.
• Ability to effectively hire and manage staff.
• Ability to exemplify ASPCA’s core values and behavioral competencies.

Responsibilities

• Review bequest correspondence and update internal bequest database.
• Open new estate files and correspond with attorneys and fiduciaries.
• Review correspondence and accounting statements; elevate potential litigation or problem files to Senior Director, Trusts & Estates.
• Process invoices from outside trust and estate counsel hired to represent the ASPCA and maintain calculations of litigation file legal fees.
• Assist the Data team in the processing of checks, wires, and stock.
• Accurately record revenue for reporting to the Planned Giving and Finance Departments.
• Collaborate with Trusts & Estates Administrator on non-probate gifts.
• Follow up with delinquent estate and trust files via correspondence and telephone contacts.
• Monitor the general Trusts & Estates telephone and email line to respond to communications and inquiries from trusts and estates professionals and individual fiduciaries; use critical judgment to answer inquiries and/or refer questions to the Senior Director, Trusts & Estates.
• Communicate with other estate representatives on behalf of the Senior Director, Trusts & Estates as needed.
• Discuss donor recognition opportunities with attorneys, fiduciaries, and decedents’ families to honor bequest gifts.
• Manage a team of three employees to succeed in their role by communicating clear expectations, providing oversight on their work, providing opportunities for learning and development and building positive and trusting relationships.
• Support your direct reports by holding regular effective feedback conversations, career conversations, annual performance evaluations and ongoing check-in conversations with each team member on a cadence that’s appropriate for their role(s).

Skills

Self-motivation

Strong organizational skills

Attention to detail

Excellent judgment

Independent work

Education

Bachelor's degree or equivalent experience

3 years of experience in Trust & Estates

Tools

Microsoft Office (Word, Excel)

Internal bequest database

Donor software

Job description

The ASPCA is seeking a Senior Manager, Trusts & Estates, to oversee bequest administration, interact with attorneys and fiduciaries, and lead a three-person team. This role reports to the Senior Director, Trusts & Estates, and operates in a hybrid model with NYC on-site requirements.

Responsibilities include reviewing bequest correspondence, open new estate files, and ensuring accurate revenue recording for reporting to Planned Giving and Finance.